Natalie B. Pine
BRIAUD FINANCIAL ADVISORS
College Station, TX 77845
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CRD#: 5771582
Professional summary
Natalie Briaud Pine, CFP®, who also goes by Natalie Anne Briaud, is a registered financial advisor currently at BRIAUD FINANCIAL ADVISORS located in College Station, Texas.
Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Natalie has worked at 1 firm .
Biography
Before joining Briaud Financial Advisors, Natalie worked for New York-based distressed debt hedge fund Davidson Kempner in London. When she joined in 2004, she was one of only three investment analysts in Europe working on analyzing struggling companies in all industries from automobiles to reinsurance. During her three years with the company, she monitored investment opportunities in the UK, Germany, France, Spain, Italy, and Switzerland. Before joining Davidson Kempner, Natalie spent two years with Goldman Sachs in London working in the Mergers and Acquisitions department analyzing companies and opportunities for these companies in the debt, equity or leveraged buyout markets.
Natalie has a Bachelor of Arts in Managerial Studies, Economics, and Electrical Engineering from Rice University. Her personal interests include spending time with her husband Roger Pine and two sons Ryland and Royce, as well as playing tennis and soccer. In her younger years, Natalie was a national tennis player and played for the varsity team at Rice University.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Investment Planning
Education Planning
Insurance Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Estate & Generational Planning...
Medical Professionals
Retirement Plan Investment Adv...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Natalie Anne Briaud
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Natalie Briaud Pine's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
September 17, 2010 - Present
BRIAUD FINANCIAL ADVISORS
Office #1: 1611 Crescent Pointe Parkway, College Station, TX 77845RIA
CRD#: 105638
College Station, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BRIAUD FINANCIAL ADVISORS
BRIAUD FINANCIAL ADVISORS | BRIAUD FINANCIAL PLANNING INC
CRD#: 105638 / SEC#: 801-31379
RIA
Registered Investment Advisory firm - (1/28/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(9/17/2010)
Exams
Current Firm
BRIAUD FINANCIAL ADVISORS
BRIAUD FINANCIAL ADVISORS | BRIAUD FINANCIAL PLANNING INC
CRD#: 105638 / SEC#: 801-31379
RIA
Registered Investment Advisory firm - (1/28/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1611 Crescent Pointe Parkway, College Station, TX 77845
Mailing Address
Phone number
(979) 260-9771
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,083 |
| AUM (Assets Under Management) | $ 775,328,663 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 01/29/2024 |
Red Flags
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Company Information
BRIAUD FINANCIAL ADVISORS
CRD#: 105638College Station, TX 77845TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
